AWM
Adams Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $19.4M | Buy |
75,439
+17,181
| +29% | +$4.42M | 3.81% | 4 |
|
|
2024
Q4 | $15.7M | Sell |
58,258
-1,545
| -3% | -$417K | 3% | 7 |
|
|
2024
Q3 | $15.7M | Sell |
59,803
-885
| -1% | -$233K | 3.38% | 5 |
|
|
2024
Q2 | $15.1M | Buy |
60,688
+4,602
| +8% | +$1.15M | 3.49% | 5 |
|
|
2024
Q1 | $13.4M | Sell |
56,086
-3,188
| -5% | -$764K | 3.28% | 5 |
|
|
2023
Q4 | $12.9M | Sell |
59,274
-20,255
| -25% | -$4.42M | 3.82% | 5 |
|
|
2023
Q3 | $15.6M | Buy |
79,529
+1,735
| +2% | +$340K | 5.28% | 4 |
|
|
2023
Q2 | $15.8M | Sell |
77,794
-1,089
| -1% | -$221K | 4.92% | 4 |
|
|
2023
Q1 | $14.7M | Buy |
78,883
+4,756
| +6% | +$888K | 4.76% | 4 |
|
|
2022
Q4 | $12.9M | Buy |
74,127
+70,560
| +1,978% | +$12.3M | 4.56% | 4 |
|
|
2022
Q3 | $583K | Buy |
+3,567
| New | +$583K | 0.22% | 55 |
|